FWM

Frontier Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 6.29%
This Quarter Est. Return
1 Year Est. Return
+6.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.84M
3
+$7.24M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$6.55M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.73M

Top Sells

1
+$12M
2
+$5.53M
3
+$4.81M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.53M
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$2.49M

Sector Composition

1 Energy 13.09%
2 Healthcare 9.88%
3 Financials 7.68%
4 Technology 6.11%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$425K 0.06%
13,617
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227
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286
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234
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235
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236
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237
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239
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4,871
240
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241
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246
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249
$368K 0.06%
293
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250
$365K 0.06%
15,775
-28,175
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10
11 12